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ePayPolicy
Was ist ePayPolicy?
ePayPolicy hat es sich zur Aufgabe gemacht, Papierschecks aus dem Workflow unabhängiger Agenten zu entfernen. Mit dieser einfachen, versicherungsorientierten Lösung kannst du Kreditkarten- und ACH-Zahlungen erfassen und in der gesamten Branche Geld überweisen. Über den Zahlungseinzug hinaus hast du Zugriff auf eine Vielzahl von Funktionen zur Optimierung der Buchhaltung, einschließlich der Integration von Zahlungen in Managementsysteme wie AMS360, Applied CSR24, Veruna und viele andere.
Wer verwendet ePayPolicy?
Unabhängige Agenten, MGAs (Managing General Agent), Makler, Premium-Finanzunternehmen.
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Bewertungen über ePayPolicy
ePayPolicy gets an A+
Kommentare: WOW! We love epaypolicy.com. We have been accepting credit card payments at the insurance agency for over 20 years. Before we started working with Epay in 2018 we either swiped the card through the machine or manually entered it in. Now we use our epay link to text or email the insured so they can process their payment and we receive an instant email when they do. The amount of time we save equals more than 150 hours per year. Not to mention the savings of cc fees charged by the banks and card companies of approximately 5k per year. I tell all my insurance agent friends about how much we love epay. I have never experienced the type of excellent service from a software company. The fact that it works exactly like they said it would is incredible. The features, integration, ease of use, and savings have taken my agency to another level. The fact that we can take Visa, Mastercard, American Express and Discover at no cost to us is amazing. The funding and tracking of fund availability is the best.
Vorteile:
The ease of use combined with a big savings of credit card fees.
Nachteile:
I’ve been using ePayPolicy since 2018 and I cannot recall any issues. A technology tool that works 100% is mind blowing.
A Must-Have for Insurance Agencies
Kommentare: Engaging with ePayPolicy was a game changer in my agency. It provides for a much super-efficient way to bind new business and makes the renewal process much easier. In a world of customization, online payments is one more option we can offer to our clients.
Vorteile:
The convenience to our clients making payments online leads to more efficiency to my team. Given the increasing unreliability of the postal service, the small fee my clients pay for this convenience is well worth it. The integration with our agency management system provides immediate documentation when a payment has been made.
Nachteile:
When the maximum EFT payment amount is reached, and another client payment must be made for the balance, it's frustrating a client must pay the fee twice. It's fine for credit cards since it's a percentage of the total.
Confusing and over priced CC & EFT processing
Kommentare: If I could find another company to process the payments for less I would use them. We do not do a large volume so I have not looked real deep on this matter.
Vorteile:
Gives us the ability to process down payments online
Nachteile:
Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. Does not save clients info in their system for people you send invoices to on a regualr basis.
Love E-pay
Vorteile:
So easy to implement and use. Many of our other Agencies we do business with use E-pay as well so we are proficient with their pay system now.
Nachteile:
We hate that ANY fee has to be charged BUT e-pay is very standard and simple.
Effective and efficient!
Kommentare: Excellent! Essential to our business! Reports are easy to download and work into our accounting system.
Vorteile:
The ease of use and immediate notification.
Nachteile:
We are unable to set up reoccurring payments without action from the client.
